You review new client intake requests in the Intakes workspace, where you can move each one toward matching and a first session, or waitlist it.
Steps
- Open the Intakes workspace. New requests wait in a queue by tab, such as To Review, Ready for Matching, Needs Approval, Awaiting First Session, Needs Follow-Up and Waitlist. Solo practices see fewer tabs.
- Search by name, email, phone or intake number, or filter the list.
- Open an intake to read the answers, notes and any appointment details.
- Move it forward. In a clinic with several therapists, an admin marks it ready for matching and shares it with a therapist, or a therapist picks it up. The match then needs approval, which the right person confirms or rejects.
- Once matched, schedule the first session from the intake.
Other choices
- Waitlist moves the request to the Waitlist tab.
- Not a Fit removes it from the queue.
- A row marked Review required is held for clinical review and cannot be booked yet. Open it to see why, then choose Clear review if you have permission.
Confirming a match does not make the therapist the client's therapist. That happens when a regular session is booked.
If this does not work
Contact Ignia support by chat and tell us the intake name or number.